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Thinking Ahead

Forward-looking commentary on oilfield business trends

Encana’s 64-Well Monster – A Permian One-Off Or The Pad Of The Future?

March 15, 2017 Thinking Ahead

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Just When Everyone Thought Deepwater Was Dead… A Twitch.

February 23, 2017 Thinking Ahead

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All Available US Frac Capacity May Be Consumed This Year

February 1, 2017 Thinking Ahead

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Unintended Consequences – The Crude Price Risk Factor No One Is Talking About… Yet

January 23, 2017 Thinking Ahead

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Those Who Cut The Deepest Will Staff Up The Quickest [2 Charts]

January 17, 2017 Thinking Ahead

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Shale Executive Sentiment Index Surges Up To Levels Last Seen At $100 Oil

December 29, 2016 Thinking Ahead

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Gathering Steam In Early-2017 – Here Are Four Oil Service Choke Points To Watch

December 12, 2016 Thinking Ahead

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The US Shale Revolt: American Oil Production Will Grow Again In 2017

November 17, 2016 Thinking Ahead

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The Three Scariest Risk Factors Facing This Fragile Recovery

October 31, 2016 Thinking Ahead

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At The Cusp Of 3Q16 EPS Season, The Worm Has Finally Turned

October 16, 2016 Thinking Ahead

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INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

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TIMELINE

  • November 10, 2026

    In Other News… People On The Move, 2 H2O M&A Deals, Dry Sand vs. Wet Sand, Reserve Exhaustion, & more…

  • November 10, 2026

    Another Big Operator Starts Looking At “Specialty Proppant” As Permian E&Ps Focus On Enhancing New Well Production

  • November 10, 2026

    Our Latest D&C Trends Show Steady Fracing Activity [Shale Monthly Activity Data Alert]

  • November 6, 2026

    A No Good, Really Bad Week For Oilfield Stocks As Wall Street Panic Sells Shale…

  • November 6, 2026

    ProFrac Says There’s Not Enough Frac Horsepower To Go Around In 2027 And Newbuild Discussions Are Starting

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